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Prestige Wealth Management Group LLC: USHY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prestige Wealth Management Group LLC on USHY, newest first. How the timeline and the estimate are built.

Prestige Wealth Management Group LLC held 818,912 USHY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 818,912 shares
    Change vs previous 13F +807,085 shares

    5.51% of the 13F portfolio, value $30,316,123.

    13F-HR 0001772715-26-000010 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 11,827 shares
    Change vs previous 13F -751,694 shares

    0.09% of the 13F portfolio, value $435,707.

    13F-HR 0001772715-26-000009 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 763,521 shares
    Change vs previous 13F +18,872 shares

    5.45% of the 13F portfolio, value $28,551,870.

    13F-HR 0001772715-26-000001 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 744,649 shares
    Change vs previous 13F +18,704 shares

    5.43% of the 13F portfolio, value $28,132,840.

    13F-HR/A 0001772715-26-000008 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 725,945 shares
    Change vs previous 13F -31,258 shares

    5.55% of the 13F portfolio, value $27,230,197.

    13F-HR/A 0001772715-26-000007 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 757,203 shares
    Change vs previous 13F +32,606 shares

    5.96% of the 13F portfolio, value $27,872,643.

    13F-HR/A 0001772715-26-000006 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 724,597 shares
    Change vs previous 13F +27,043 shares

    5.54% of the 13F portfolio, value $26,657,924.

    13F-HR/A 0001772715-26-000005 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 697,554 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $26,262,909.

    13F-HR/A 0001772715-26-000004 filed by Prestige Wealth Management Group LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).